The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Customize your progressions to prompt the manager to approve time logged, or to prompt your user creating the project to plan the project, or to invoice a project once it’s completed by adding “Special Process” action to your status change.
This powerful tool is only available for Premium users as part of the Business Progression & Fields.
Using this guide, you can:
Of all the Progression Actions available, Special Process is the most unique one available. It allows you to link a process for that object, such as approving a ticket, or invoicing for a project, into the progression.
For example, when the project manager changes to "Completion" status, you can prompt the user to review all the time/activities on that job using the Approval process. Built this into the progression by picking the Special Process as highlighted below.
To create a Special Process action:
Find the progression you want to add a Special Process action for, and click the + button on the right hand side of that listed progression.